Creative Planning’s First Bancorp FBNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $516K | Sell |
11,705
-32
| -0.3% | -$1.41K | ﹤0.01% | 2442 |
|
|
2025
Q1 | $471K | Buy |
11,737
+67
| +0.6% | +$2.69K | ﹤0.01% | 2334 |
|
|
2024
Q4 | $513K | Sell |
11,670
-44
| -0.4% | -$1.94K | ﹤0.01% | 2193 |
|
|
2024
Q3 | $487K | Sell |
11,714
-75
| -0.6% | -$3.12K | ﹤0.01% | 2131 |
|
|
2024
Q2 | $376K | Buy |
11,789
+54
| +0.5% | +$1.72K | ﹤0.01% | 2172 |
|
|
2024
Q1 | $424K | Sell |
11,735
-49
| -0.4% | -$1.77K | ﹤0.01% | 1972 |
|
|
2023
Q4 | $436K | Buy |
11,784
+45
| +0.4% | +$1.67K | ﹤0.01% | 1792 |
|
|
2023
Q3 | $330K | Hold |
11,739
| – | – | ﹤0.01% | 1846 |
|
|
2023
Q2 | $349K | Sell |
11,739
-1,299
| -10% | -$38.6K | ﹤0.01% | 1784 |
|
|
2023
Q1 | $463K | Buy |
13,038
+1,262
| +11% | +$44.8K | ﹤0.01% | 1509 |
|
|
2022
Q4 | $505K | Buy |
11,776
+1,436
| +14% | +$61.5K | ﹤0.01% | 1416 |
|
|
2022
Q3 | $378K | Hold |
10,340
| – | – | ﹤0.01% | 1497 |
|
|
2022
Q2 | $361K | Sell |
10,340
-83
| -0.8% | -$2.9K | ﹤0.01% | 1482 |
|
|
2022
Q1 | $435K | Buy |
10,423
+83
| +0.8% | +$3.46K | ﹤0.01% | 1398 |
|
|
2021
Q4 | $473K | Hold |
10,340
| – | – | ﹤0.01% | 1334 |
|
|
2021
Q3 | $445K | Sell |
10,340
-1
| -0% | -$43 | ﹤0.01% | 1361 |
|
|
2021
Q2 | $423K | Sell |
10,341
-5
| -0% | -$205 | ﹤0.01% | 1367 |
|
|
2021
Q1 | $450K | Sell |
10,346
-5,336
| -34% | -$232K | ﹤0.01% | 1482 |
|
|
2020
Q4 | $531K | Buy |
15,682
+337
| +2% | +$11.4K | ﹤0.01% | 1255 |
|
|
2020
Q3 | $321K | Buy |
15,345
+3,948
| +35% | +$82.6K | ﹤0.01% | 1360 |
|
|
2020
Q2 | $286K | Buy |
11,397
+552
| +5% | +$13.9K | ﹤0.01% | 1323 |
|
|
2020
Q1 | $250K | Sell |
10,845
-2,839
| -21% | -$65.4K | ﹤0.01% | 1248 |
|
|
2019
Q4 | $546K | Hold |
13,684
| – | – | ﹤0.01% | 1054 |
|
|
2019
Q3 | $491K | Sell |
13,684
-498
| -4% | -$17.9K | ﹤0.01% | 1069 |
|
|
2019
Q2 | $517K | Buy |
14,182
+400
| +3% | +$14.6K | ﹤0.01% | 1052 |
|
|
2019
Q1 | $479K | Buy |
13,782
+50
| +0.4% | +$1.74K | ﹤0.01% | 1042 |
|
|
2018
Q4 | $448K | Sell |
13,732
-398
| -3% | -$13K | ﹤0.01% | 1010 |
|
|
2018
Q3 | $572K | Sell |
14,130
-1,120
| -7% | -$45.3K | ﹤0.01% | 998 |
|
|
2018
Q2 | $624K | Sell |
15,250
-608
| -4% | -$24.9K | ﹤0.01% | 953 |
|
|
2018
Q1 | $565K | Sell |
15,858
-14,479
| -48% | -$516K | ﹤0.01% | 1007 |
|
|
2017
Q4 | $1.07M | Buy |
30,337
+14,580
| +93% | +$515K | ﹤0.01% | 690 |
|
|
2017
Q3 | $542K | Buy |
15,757
+1
| +0% | +$34 | ﹤0.01% | 1000 |
|
|
2017
Q2 | $493K | Buy |
15,756
+2
| +0% | +$63 | ﹤0.01% | 1008 |
|
|
2017
Q1 | $461K | Buy |
15,754
+1
| +0% | +$29 | ﹤0.01% | 1023 |
|
|
2016
Q4 | $428K | Sell |
15,753
-2,509
| -14% | -$68.2K | ﹤0.01% | 993 |
|
|
2016
Q3 | $361K | Sell |
18,262
-1,580
| -8% | -$31.2K | ﹤0.01% | 1066 |
|
|
2016
Q2 | $349K | Buy |
19,842
+18
| +0.1% | +$317 | ﹤0.01% | 948 |
|
|
2016
Q1 | $374K | Buy |
19,824
+1,521
| +8% | +$28.7K | ﹤0.01% | 873 |
|
|
2015
Q4 | $343K | Buy |
18,303
+22
| +0.1% | +$412 | ﹤0.01% | 923 |
|
|
2015
Q3 | $311K | Sell |
18,281
-2,361
| -11% | -$40.2K | ﹤0.01% | 946 |
|
|
2015
Q2 | $344K | Sell |
20,642
-275
| -1% | -$4.58K | ﹤0.01% | 758 |
|
|
2015
Q1 | $367K | Buy |
20,917
+24
| +0.1% | +$421 | ﹤0.01% | 880 |
|
|
2014
Q4 | $386K | Buy |
20,893
+2,120
| +11% | +$39.2K | ﹤0.01% | 798 |
|
|
2014
Q3 | $301K | Buy |
18,773
+2,889
| +18% | +$46.3K | ﹤0.01% | 860 |
|
|
2014
Q2 | $291K | Sell |
15,884
-705
| -4% | -$12.9K | ﹤0.01% | 854 |
|
|
2014
Q1 | $315K | Buy |
16,589
+7,323
| +79% | +$139K | ﹤0.01% | 795 |
|
|
2013
Q4 | $154K | Buy |
9,266
+9,159
| +8,560% | +$152K | ﹤0.01% | 980 |
|
|
2013
Q3 | $2K | Hold |
107
| – | – | ﹤0.01% | 2975 |
|
|
2013
Q2 | $2K | Buy |
+107
| New | +$2K | ﹤0.01% | 2816 |
|